Investment Watch Blog

by elija_snow In 100+ years data: Such depressed earnings’ yields have always led to very significant market meltdowns. Great Depression. 1937-8 Recession. Tech Bust. Average return for the subsequent 3 yrs being close to -53%. Thinking the Fed can sustainably taper here is just nonsense. ​ In 100+ years data: Such depressed earnings’ yields have … Read more

https://twitter.com/VSoien/status/1432004016209285124 It's "Scare The Pants off You Time!Interesting chart from the FT & the Fed this morning. US (non financial) Corporate debt, as a percentage of US GDP, has never been higher! In a market correction, (one is coming soon), this gets ugly fast. Time to buy #gold people. pic.twitter.com/Q5lu5LuY0b — GoldCore (@GoldCore) August 30, … Read more

It's official: Russia is now less authoritarian than the United States.https://t.co/ms7DKy07Ig — Kyle Becker (@kylenabecker) August 29, 2021 Tired of Dictator Democrats We have got to stand up for our civil rights pic.twitter.com/BQGI3r0Dy3 — 🦅 Eagle Wings 🦅 (@CRRJA5) August 29, 2021 Office of Navel Intelligence putting this bullshit out? Wtf is going on and … Read more

This is Nasdaq following 2000 bubble burst. Dropped 80% within 3 years. The Fed didn't have anyone's back. Imagine what happens when much larger 2021 bubble bursts. pic.twitter.com/zGKQo0PDsi — Minsky Moment (@BP_Rising) August 30, 2021 In 100+ years data: Such depressed earnings’ yields have always led to very significant market meltdowns. Great Depression.1937-8 Recession.Tech Bust. … Read more

How transitory is rent? 🤔 pic.twitter.com/0fyr3GJEWT — Win Smart, CFA (@WinfieldSmart) August 1, 2021 Meanwhile… 🇩🇪 German Inflation Climbs to Highest Since 2008 on Energy Costs – Bloomberg*Link: https://t.co/IQXX4Km0Q4 pic.twitter.com/3RtnsRhl9M — Christophe Barraud🛢🐳 (@C_Barraud) August 30, 2021

For the last 50 years, the petrodollar was in place. Big oil made its transactions in USD. Then a couple of days ago, Russia and Saudi Arabia signed an agreement that likely went beyond the military and defense cooperation it claims. The agreement likely removes the two countries from their relationship with the dollar. I … Read more

China has introduced a slew of regulation in the past few months, in part aimed at the tech sector — a move that’s spooked investors and wiped out billions of dollars in market value from the country’s internet giants. But with most of the landmark legislation passed and visibility increasing on the requirements of companies, … Read more

In 2034, a small American flotilla on a routine ‘freedom of navigation’ patrol in the South China Sea encounters an unflagged trawler in distress, with smoke billowing from its bridge. What follows is far from routine, as events escalate and then spin out of control. That’s the beginning of 2034: A novel of the next world war. This … Read more

Danish Integration Minister Mattias Tesfaye has stated that his dream goal is no new asylum seekers in Denmark, saying that the current asylum system is “immoral”. Tesfaye, a member of the Social Democrats who comes from a migration background himself, has been a proponent of having asylum seekers processed in African countries, rather than in … Read more

There is extremely limited service on 1 2 3 4 5 6 7 L while we investigate a power surge affecting much of New York City. If possible travel on lettered lines (not the L) or buses. — NYCT Subway (@NYCTSubway) August 30, 2021 Update: we're unable to make station platform announcements from the Rail … Read more

https://twitter.com/SnappinNex/status/1432112013459824643

Macro analyst/investment advisor Lyn Alden just released her August Investment Newsletter. Here is my pick of her article’s money quotes: Supply Chain Problems If the current inflation was purely based on supply chain issues, which are causing issues globally, then we should see similar rates of inflation across the developed world. But we don’t see … Read more